One of the UK’s leading Wealth Management firm is seeking to recruit a CF30 Paraplanner to work closely with their extensive book of Private Clients. You will join a dynamic team responsible for analysing prospective client portfolios and providing regulated financial advice. Reporting to the Team Leader, your main responsibilities will include formulating asset allocation recommendations and writing suitability reports.
Key Responsibilities:
- Assess prospective client portfolios to determine suitable asset allocation recommendations
- Review and develop financial plans for clients with specialized needs
- Evaluate pension and investment bond arrangements for transfer suitability
- Provide training to other team members as needed
- Contribute to projects aimed at improving team efficiency
- Ensure compliance with regulatory requirements for providing financial advice
Requirements:
- Bachelor's degree or equivalent experience
- Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferred
- Minimum 3 years of experience in financial services
- Strong organizational and time-management skills
- Ability to work well under pressure in a fast-paced environment
- Excellent understanding of financial planning principles and client suitability
On Offer:
- Salary in region of £50,000 - £60,000
- 28 days holiday plus option to buy further days
- Bi-annual bonus
- Enhanced maternity pay package
- Retirement pension plan with company contributions
- Gym subsidy and emotional well-being services
- Ongoing training and career development opportunities
- Hybrid working
An excellent opportunity to join a prestigious name in the wealth management sector who can offer stability and genuine longer term career development opportunities.
Sector:
- Financial Services
- Financial Planning
